See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $55,978 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,997 | $85,766-5.6% | $136,294-40.6% | $70,131+15.5% |
| Participation rate | 56.9% | 74.2%-17.3pp | 81.9%-25.0pp | 69.5%-12.6pp |
| Annual return | 13.80% | 31.45%-17.7pp | 5155.94%-5142.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $844 | $2,966-71.5% | $4,695-82.0% | $2,342-64.0% |
| Participant deferral / active EE | $4,468 | $5,051-11.6% | $6,247-28.5% | $3,332+34.1% |
| Admin fee / account holder | $455 | $5,420-91.6% | $9,243-95.1% | $4,645-90.2% |